Getting Started
Initial set-up guide for new users
How to book training sessionstraining, youtube, help library
How to import deals from Filogixcsv files, import Expert, faqs
How to import deals from Scarlett: how to's, and FAQsCSV files, import Scarlett, FAQs, DOS
How to export D.O.S. Files and import into FinmoD.O.S., import
How to add Intercom to your borrower portalAdd Intercom to communicate directly with your borrowers while they fill out their application or are logged into their portal.
How to add Finmo to your cell phone's home screenAndroid, IOS,
Personal account settings
set-up guide
How to connect your Lender Spotlight account to your Finmo accounteligibility, how to disconnect, connect to a different account
How to find and enter your Expert Profile Number (ID)Expert ID, profile number Filogix ID, Broker/Agent licence number
How to enable two-factor authentication2FA, Authy, Google Authenticator
How to receive Finmo notifications via SMS/text messagingenable sms, enable texts
How to set up your Finmo accountprofile picture, contact info, Expert login username,application links, two factor
How to set-up your Submission profile to submit direct to lendersself set-up, submission set-up, onboarding
How to send your application link to a borrower and customize your personal linkcustomize, personal link, team link,
Team set-up
setting up your team preferences
How to customize consent or service agreementscredit pulls, countersigner, service agreement, consent pull, consent document
How to customize your application theme on Finmocolours, customization, borrower portal, footer
How to get set-up to pull credit in Finmopulling credit, equifax, member code authorization, liabilities, edit, delete, faq's, bureau, set-up
Smart Document rules- how to customize or disableEdit Smart Documents, turn off smart docs suggestions
Lead Generation
Set-up lead generation
How to add a referral link to your mobile device's home screen.IOS, Android
How to embed or integrate your Finmo mortgage application on your websiteEmbed Finmo on your website by using an iframe
How to use the Lead Generation tool (creating referral links)track referrals, lead generation, referral link, calculator